$21.1M Total AUM
$21.1M Disc. AUM
-- 3Y CAGR
3 Employees
94 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-23-2021
- Office Locations
- 2
Office Locations
5901 N Prospect RD STE 7D Peoria IL
-- -- IL
About Storehouse Wealth Management, LLC
Storehouse Wealth Management is an Illinois RIA serving higher-net-worth families and entrepreneurs with integrated financial planning, portfolio management, and tax and estate planning support. The firm uses an ETF-centric allocation with fixed income exposure, custodied at Schwab, and emphasizes creative tax-mitigation strategies within legal parameters.
Team overview
35 AVG AGE
$10.5M AVG AUM / ADVISOR
$224.5K AVG AUM / CLIENT
4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Eric Scovill
Financial Planner, President, Principal
- CRD
- #7022194
- Ownership
- Less than 5%
Available
Available
Available
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E
Eric Scovill
President
- CRD
- --
Available
Available
Available
L
Lisa Stephens
Certified Public Accountant
- CRD
- #7788396
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,099,778 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,099,778 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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